Searches, Filters, and Sorting Options

Several MobileTech pages include options for filtering, searching for, and sorting information so you can more easily control the information you're viewing.

These options are available at the top of the list pages.

• Sort

• Search

• Filter

• Barcode Search

Sorting

The last area indicates the current sorting options for the records. For example, this indicates the list is being sorted by Location, in ascending order (A-Z).

And this example indicates the list is being sorted by Location, in descending order (Z-A).

To change the sorting options, click the current Sort By option and select the new sorting field. 

Search

You can use the Search field to narrow the scope of the information you're viewing by typing part or all of a record's name. For example, in the Customers pane, you can type bank to display all customer names that include "Bank."

To return to the full list, clear the text you typed or select the close (X) icon.

Filter

The Filter icon opens a Filter Condition window where you can built a filter condition to filter the list of information. 

1. Select the + icon.

2. Select Add Condition.

3. Select Name and then select the field to filter on.

4. Select the Condition to display a list of available conditions for the field you selected. 
   When you use filters, we recommend that you use the Contains condition rather than =. For example, phone numbers are stored in the system with four additional digits at the end for the extension; if no extension is entered, these four digits are zeros. Using the = condition will work only if you enter the number with those four digits (such as 80055555550000).

5. Enter the Value.
   For example, in the Service Calls pane, if you want to view all calls that have a certain status, you can select to filter by the Call Status field, select = as the condition, and then enter the specific status you're looking for. 

6. You can add more than one filter condition to your filter, as well as change the filter logic operator. This defaults to And at the top of the window, but you have the option to select Or, NotAnd, or Not Or. 

7. Select Apply Filter to return to the previous list that is filtered based on your filter conditions.

8. To clear the filter, select the Filter icon and then select Clear Filter. 

Barcode Search

You can scan a barcode to find the entity related to the barcode. For example, you can scan a sublocation or equipment barcode at a customer site from the service call, appointment, equipment, or task lists on your mobile device.  See Scan Barcodes for more information.